Brandon Levine
Brandon Levine is a CFP-designated registered investment advisor at Continuum Advisory, LLC, based in New York, NY, with 4 years of industry experience. Brandon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 2,849 clients with $1.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Continuum Advisory offers investment management services for an annual fee based on the total value of your investments. This fee is structured in tiers, ranging from 0% to 2.95%. The exact fee is negotiable and can vary based on your relationship with the advisor, the size of your portfolio, and the services provided. The fee is calculated based on the combined assets in all related accounts.
Additional fees apply for choosing a third-party asset manager through the Amplify platform, ranging from 0.20% to 1.50%. Continuum Advisory retains a portion of this fee, ranging from 0.00% to 0.20%.
Location
1177 6th Avenue, Floor 05 - Office Number 5062, New York, NY, 10036
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Brandon operates as an Investment Advisor Representative under the DBA Hanover Financial Group, dedicating about half his time to this role. He also engages in insurance sales, spending a few hours per week on this activity.
Employment History
Current Registrations
Continuum Advisory, LLC
Previous Registrations
Trivium Point Advisory, LLC
LPL Financial LLCBroker
LPL Financial LLC
Continuum Advisory, LLC
Triad Advisors LLCBroker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.